See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,318 | $106,515+207.3% | $96,683+238.5% | $139,434+134.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 5.06% | 38.43%-33.4pp | 35.69%-30.6pp | 372.94%-367.9pp |
| Employer contribution / active EE | $8,844 | $4,103+115.6% | $3,737+136.7% | $4,751+86.2% |
| Participant deferral / active EE | $22,371 | $5,454+310.2% | $4,878+358.6% | $6,710+233.4% |
| Admin fee / account holder | $818 | $7,877-89.6% | $6,730-87.9% | $11,403-92.8% |